Iowa State Bank’s Weyerhaeuser WY Stock Holding History

Iowa State Bank’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,689	Closed	-$202K	–	134
2019 Q4	$202K	Buy	+6,689	New	+$194K	0.07%	129
2018 Q3	–	Sell	-5,576	Closed	-$203K	–	104
2018 Q2	$203K	Buy	+5,576	New	+$204K	0.1%	99

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iowa State Bank's WY Position: Q1 2020 in Review

Iowa State Bank sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 6,689 shares — an estimated $202K sold.

Iowa State Bank first reported a position in WY in Q2 2018 and held it in 2 quarters. The position peaked at $203K in Q2 2018. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Iowa State Bank reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Iowa State Bank sold 6,689 Weyerhaeuser shares in Q1 2020, an estimated $202K.
Iowa State Bank first reported a position in Weyerhaeuser in Q2 2018 and held it in 2 quarters.
Iowa State Bank's Weyerhaeuser position peaked at $203K in Q2 2018.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.